What is happening to Nvidia's stock prices?

[Genx87]

I wouldn't. Large sources of Nvidia's revenue are going to go away in the future, despite the new revenue streams (which we don't know will last, especially Tegra).

- They won't have a chipset business shortly. That was a large business for them.
- Low-end graphics, where the volume is, will be superseded by Llano and Sandy Bridge, and therefore OEMs will just not need to buy discrete graphics cards except for specifically-gaming machines.

If Nvidia had a plan to make a CPU+GPU then I would buy their stock.

Ben had some interesting information on the expected size of the PC market vs tablet\netbook and mobile markets over the next 5 years. Residing within the PC market looks to be a doomed plan. Which is why Intel is doing all it can to break into these markets as well. I tend to agree. Do we have a need for a home desktop anymore? A lot of the stuff we do will be done on a phone or tablet\netbook. Hell Microsoft might even have a problem. As many of these dvices dont us an MS operating system.

 

[GaiaHunter]

Ben had some interesting information on the expected size of the PC market vs tablet\netbook and mobile markets over the next 5 years. Residing within the PC market looks to be a doomed plan. Which is why Intel is doing all it can to break into these markets as well. I tend to agree. Do we have a need for a home desktop anymore? A lot of the stuff we do will be done on a phone or tablet\netbook. Hell Microsoft might even have a problem. As many of these dvices dont us an MS operating system.

Wait until the Chinese start to buying PCs.

Have you seen those news about chinese workers starting to demand better rights/conditions - that is a first timer.

I bet those studies don't take in account loss of purchase power by the Western World and aren't contemplating a possible increase of purchase power by countries like China.

 

[Genx87]

Wait until the Chinese start to buying PCs.

Have you seen those news about chinese workers starting to demand better rights/conditions - that is a first timer.

I bet those studies don't take in account loss of purchase power by the Western World and aren't contemplating a possible increase of purchase power by countries like China.

I wouldnt be surprised if they buy tablets\netbooks or use mobile phones. I have to admit looking at the capabilities of these devices. I have a hard time justifying buying new computers. If I didnt game, I would probably just get a netbook.

 

[GaiaHunter]

I wouldnt be surprised if they buy tablets\netbooks or use mobile phones. I have to admit looking at the capabilities of these devices. I have a hard time justifying buying new computers. If I didnt game, I would probably just get a netbook.

Yeah - but you already have a desktop, as do many people that will consider those devices.

So what you contemplating is "now that I have a dektop, why do I need to upgrade it or buy another one?". So you will just look into alternatives.

But have you seen the mobile internet prices compared to regular landline internet? I'm not sure in US, but in here they are crazy expensive when you factor that you can't download a damn without paying big bucks.

Many of those chinese guys don't have a desktop to start with - I bet they will love to play WoW and whatever - look at the chinese that already have PCs, they are already crazy about it.

And what exactly are the NVIDIA future perspectives on the netbook market? If anything that market will become more competitive - look what those fusion product promise to bring.

Now the handheld market - that thing is a cut-throat territory.

I'm not saying NVIDIA shares won't go up - they probably will, but I'm not sure if I would bet my money on that.

 

[bryanW1995]

I called the 2009 bottom for Apple but was dissauded by punters much cleverer than I from putting every spare bit of cash I had into AAPL shares as they fell below $80 and then $79. Every day I am auto-emailed AAPL's new share price so I can kick myself again.

On a more speculative bent I also strongly considered buying AMD shares round $2. And this was well after RV770 had been released. Ugh.

That said, v8envy is right: the prudent course is to buy when the recovery has begun in earnest, not guess at 'bottoms'.

the time to buy nvidia will be when they come out with the next 8800 series.

by the way, nvidia has fallen nearly 50% this year, amd has fallen 25%.

editshangshang: go spend your money in vegas, you'll have better odds than investing in nvidia OR amd long term.

 

[thedosbox]

Seems the mainstream financial press has picked up on nvidia's situation: http://www.businessweek.com/magazine/content/10_31/b4189038912848.htm

 

[Idontcare]

I know this isn't the investment forum, but what makes the stock more attractive at $10 than at $17? Does it simply seem like a good bargain in a historical sense -- last time it was this low was '08?

It is called a "value trap" and you are right to be wary of it.

 

[Ben90]

I know this isn't the investment forum, but what makes the stock more attractive at $10 than at $17? Does it simply seem like a good bargain in a historical sense -- last time it was this low was '08?

Lol in 2008 I was in my senior year of highschool and we had a project in econ where we had to invest $50k fake money into the stock market and follow it for like a month. Well I was lazy as shit in HS so I basically invested 90% of everything in nVidia at $22. Within a week it was down to like $12.

I actually got extra credit points for losing the most money! LOL

 

[Idontcare]

^
Prolly the best thing that could have happened to you Ben90...I've never seen anything good come from amateur first-time investors striking it big on that first investment.

The result of that is usually an over-inflated sense of confidence and the belief that they could do it again only this time they will put a second mortgage on their house or cash-advance on credit cards to get the cash. And then they lose it all.

There is a big difference between investing and gambling. It sounds like your econ teacher was teaching "how to gamble without travelling to Vegas" more than "here are the tools to discern investment opportunities". May be an unfair generalization of the class though, just going by your post.

Extra credit for being the least intelligent about investing? What an odd behavior to reward as an educator.

 

[MrK6]

Extra credit for being the least intelligent about investing? What an odd behavior to reward as an educator.

I was going to say the exact same thing. That says a lot about education today.

 

[heyheybooboo]

What is happening to Nvidia's stock prices?

That, and how many more iterations of GeForce 6150SE//nForce 430 will OEMs take?



--

 

[lopri]

That picture reminded me of an iMac I saw at a Bestbuy the other day. It had a C2D CPU + some NV chipset + AMD GPU (HD 4670?). I thought that was weird.

 

[busydude]

Speaking of Apple and Nvidia.

Today should have been a good day for NVIDIA - StarCraft II was released and only their cards support anti-aliasing out of the gate AND the new Fermi-based Quadro graphics offer a significant jump in performance over previous generation parts and AMD's FirePro options. Apple apparently had other plans though and has updated its entire line of iMac and Mac Pro computers with a collection of new hardware that apparently leaves NVIDIA out in the cold.

Link

 

[Janooo]

Why is Apple moving away from NV?

 

[railven]

Why is Apple moving away from NV?

My guess is:

They are moving to the Core i series from Intel, and if they use Clarksdale no need for nVidia's IGPs as it brings one on it. Also nVidia doesn't make chipsets for the Core i series.

Add to that nVidia doesn't have Fermi Mobile GPUs ready outside the 480M. I think the heat/power draw of that might have turn nVidia away.

 

[tommo123]

i'd also imagine that AMD would make them a good offer just to get their foot in the door

 

[jpeyton]

Why is Apple moving away from NV?

Apple got tired of replacing MacBook logic boards because of overheating/defective Nvidia GPUs.

 

[epidemis]

You guys are aware that NVidia's high-end graphics chips only make up a small portion of their revenue, right? The real money is in the embedded chipsets that they sell in the millions to netbook and notebook manufacturers, and to manufacturers of low end desktop systems with integrated graphics.

Sorry, but the sales of a few thousand enthusiast-level SLI graphics card setups with massive heat pumps that sound like an air conditioners when they run isn't going to have much more than a halo effect to NVidia's marketing campaign if they happen to have the fastest card that quarter.

And that market will intel kill off for good with sandy bridge.

 

[Dribble]

My guess is:

They are moving to the Core i series from Intel, and if they use Clarksdale no need for nVidia's IGPs as it brings one on it. Also nVidia doesn't make chipsets for the Core i series.

Add to that nVidia doesn't have Fermi Mobile GPUs ready outside the 480M. I think the heat/power draw of that might have turn nVidia away.

If you read the article it's on the desktop they've switched. Mobile gpu's still use nvidia I think due the optimus switching capabilities being more important then anything else.

I suspect they switched on the desktop because when apple had to work out what to put in their latest machines ati's gpu's were better - nvidia could only offer out of date gpu's for nearly the whole range, and the very top end was too hot and power hungry anyway. Nvidia only has one good desktop gpu - the 460 - and that's only just come out, long after the apple will have decided what to use.

That said I don't think it's that important - it's not a long term commitment to only use ati, I'm sure apple continuously re-evaluate what hardware to put in their machines and in a years time are just as likely to be using nvidia as ati.

 

[Acanthus]

Why is Apple moving away from NV?

graphics drivers.

 

[busydude]

Mobile gpu's still use nvidia I think due the optimus switching capabilities being more important then anything else.

Do you know that apple doesn't use optimus technology for its laptop(s). Its similar to optimus but it is apple's own implementation.

Quote from AT.

With the new MacBook Pro, Apple implements an automated switching system similar to NVIDIA's Optimus technology. Instead of relying on application profiles, OS X looks at the functions called by any running application and determines whether the Intel HD Graphics is sufficient or the GeForce GT 330M is needed. Applications like video playback are low key enough to run exclusively on the Intel HD Graphics, while 3D games and applications that take advantage of GPU acceleration appear to wake up the GT 330M.